Senior Vice President & Financial Advisor
Kyle is a Senior Vice President of the Mendelsohn & Sands Wealth Management Group at Coastline Wealth Management.
Kyle has been providing financial guidance to individuals, families, businesses, and non-profit organizations since 2002. He believes that education is the key to long-term financial success and focuses on building a strong foundation of financial literacy with all his clients.
Kyle approaches each recommendation he makes with the awareness that every individual’s personal circumstances are unique, and his advice thoroughly reflects his belief in this principle. He takes time to earn his clients’ trust and confidence by evaluating and understanding their individual and household goals and develops personalized solutions.
Prior to joining Coastline Wealth Management in February 2021 with his team, Kyle worked with Lincoln Investment from January 2017 to February 2021. He worked with Legend Equities from November 2002 through January 2017.
Kyle was born and raised in the Port Jefferson area and went on to receive a BBA in Accounting from Hofstra University.
Kyle is a Certified Retirement Counselor and maintains his Series 7 – General Securities Representative license, 63, 65 and insurance licenses.
Kyle and his wife, Stephanie, live in Port Jefferson and are active in the community volunteering in several local charities. When he is not working with clients, he is an avid football fan and enjoys spending time with family doing outdoor activities, golfing, travelling, and attending live music concerts.